Gaming & Leisure Properties (GLPI)vsIron Mountain Incorporated (IRM)
GLPI
Gaming & Leisure Properties
$45.63
-0.78%
REAL ESTATE · Cap: $13.03B
IRM
Iron Mountain Incorporated
$100.53
-0.18%
REAL ESTATE · Cap: $29.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 333% more annual revenue ($6.90B vs $1.59B). GLPI leads profitability with a 51.7% profit margin vs 2.1%. IRM appears more attractively valued with a PEG of 2.70. GLPI earns a higher WallStSmart Score of 61/100 (C+).
GLPI
Buy61
out of 100
Grade: C+
IRM
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+58.2%
Fair Value
$110.68
Current Price
$45.63
$65.05 discount
Margin of Safety
-2909.6%
Fair Value
$3.33
Current Price
$100.53
$97.20 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 52 of every $100 in revenue as profit
Strong operational efficiency at 89.3%
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 22.0%
16.6% revenue growth
Areas to Watch
4.5% revenue growth
Weak financial health signals
Expensive relative to growth rate
Distress zone — elevated risk
ROE of 2.3% — below average capital efficiency
2.1% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : GLPI
The strongest argument for GLPI centers on Profit Margin, Operating Margin, P/E Ratio. Profitability is solid with margins at 51.7% and operating margin at 89.3%.
Bull Case : IRM
The strongest argument for IRM centers on Operating Margin, Revenue Growth. Revenue growth of 16.6% demonstrates continued momentum.
Bear Case : GLPI
The primary concerns for GLPI are Revenue Growth, Piotroski F-Score, PEG Ratio.
Bear Case : IRM
The primary concerns for IRM are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 205.2x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
GLPI profiles as a value stock while IRM is a growth play — different risk/reward profiles.
IRM carries more volatility with a beta of 1.15 — expect wider price swings.
IRM is growing revenue faster at 16.6% — sustainability is the question.
GLPI generates stronger free cash flow (96M), providing more financial flexibility.
Bottom Line
GLPI scores higher overall (61/100 vs 52/100), backed by strong 51.7% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Gaming & Leisure Properties
REAL ESTATE · REIT - SPECIALTY · USA
Gaming & Leisure Properties, Inc. (GLPI) is a leading real estate investment trust (REIT) focused on the acquisition and management of gaming and related facility assets across the United States. The company operates a well-diversified portfolio, leasing properties to established gaming operators, which enables it to generate stable and resilient income streams buoyed by robust demand in the gaming sector. With its innovative investment approach, GLPI not only maximizes rental income but also provides operational flexibility to tenants, making it well-positioned to leverage emerging trends in the gaming and entertainment industries. For institutional investors seeking a strategic entry point into the intersection of real estate and gaming, GLPI represents a compelling investment opportunity aimed at delivering consistent returns.
Iron Mountain Incorporated
REAL ESTATE · REIT - SPECIALTY · USA
Iron Mountain Inc. (NYSE: IRM) is an American enterprise information management services company founded in 1951 and headquartered in Boston, Massachusetts.
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